Use the Multi-Channel Contact Import to quickly add or update contacts across your marketing channels using a single import file. This step-by-step guide explains how to prepare your data, map fields correctly, review your settings, and complete the import so your contact information is added accurately and ready for use in Listrak.
To begin, navigate to Contacts > Cross-Channel All Contacts.
Click Import Contacts and follow the 5 steps process to upload contacts to your organization.
Step 1: Upload
Choose to upload a file or copy & paste directly from a spreadsheet
To Upload (selected by default)
Drag and drop your file into the input box or select your file.
Click Next: Map Fields to move to next step.
To Copy & Paste
Select the Copy & paste card.
Paste in the comma separated list of headings and data into the input box.
Click Next: Map Fields to move to next step.
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Note you can only choose one method per import.
Max file size is 200mb.
Import file types can be CSV, TXT, Excel or ZIP.
Download the sample file from the page to walk through the process.
Step 2: Map Fields
In this step, review the data uploaded from the previous step to ensure it will be matched to the correct profile fields.
This dashboard shows your every column name, sample data, field mapper and the option to include the column in the final upload.
Update Field Mappings
Contact identifiers such as email or phone number will automatically be matched to email and phone fields. All other fields will attempt to match a previously created profile field in your account. You can change the mapping by selecting the dropdown in the row and selecting new field. You can also create a new profile field to map to if the one you need does not yet exist.
To do so follow these steps:
Give the field a unique name
Select the data type - Text, numeric, radio button, check box or date
Select the profile field group/location
Click Create Field to complete.
Click Next: Data Handling to move to next step.
Step 3: Data Handling
In this step you will decide what you want to do if a contact in the file already existing in Listrak or if the contact exists in the file more than once.
Determine how to handle existing contacts.
Select from these options:
Update contact - The existing contact's profile fields will be updated
Skip contact - This contact will be ignored and nothing will be modified in their profile.
Determine how to handle duplicate contacts in the file.
Select from these options:
Most complete wins - Prefer a more-filled contact over an empty one. If both contacts have profile values, the contact with more gets priority.
First row wins - Always keep the first occurrence of a contact's profile fields. Later rows are ignored.
Last row wins - Always keep the last occurrence of a contact's profile fields. Earlier rows are ignored.
Click Next: Subscriptions to move to next step.
Step 4: Subscriptions
In this step, choose whether to subscribe or just import these contacts to any enabled channel in your organization.
Select from either option
Subscribe - Enroll these contacts in the subscriptions selected below.
If subscribing, Turn on the toggle for each list within the channels these contacts will be subscribed to.
Check the confirmation checkbox for each channel to give permission.
Do Not Subscribe - Import contact only without enrolling them in any subscriptions.
Click Next: Review to move to next step.
Step 5: Review
In this step, review the configurations set for each step. At any time click Edit within a step to return to make updates.
Click Start Import to complete the setup and import contacts to your account.